MERCER INVESTMENTS LLC

RIASEC RegisteredEst. 2005

Total AUM

$226B

Discretionary

$220B

97% of AUM

Avg account

$160M

Accounts

1,417

Employees

714

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 133449
Registered since: January 3, 2005
Website: www.mercer.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: Pension & Profit Sharing Plans61.88%
Charitable Organizations27.68%
Investment Companies4.87%
Pooled Investment Vehicles4.37%
Other0.82%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mercer Investments LLC operates as a large, multi-strategy investment manager focused on institutional clients and pooled vehicles, with a material advisory role across pension plans, investment companies and pooled vehicles. The firm combines direct portfolio management with manager selection and pension consulting services, and it also acts in sponsor/GP and CPO/CTA capacities for certain pooled products. Mercer is an active ESG investor and integrates ESG considerations into allocation and manager selection processes. Fee arrangements are varied — they use percentage-of-AUM fees alongside performance-based fees, fixed fees and hourly charges — reflecting a mix of discretionary portfolio management and advisory engagements. The firm’s public equity footprint is modest relative to its total size, with most client capital allocated to private funds and other alternative structures through both proprietary and third-party managers.